Financial Solutions Representative I (Call Center)
About the position
The Financial Solutions Representative I at Chartway Federal Credit Union is responsible for delivering exceptional service experiences in a fast-paced call center environment. This role involves assisting members with their credit union relationships, including inquiries about account transactions, online banking support, and eligibility for various products and services. The representative is expected to maintain high service levels while effectively cross-selling credit union products and ensuring compliance with regulatory requirements.
Responsibilities
Taking inbound calls from members and non-members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts and loan products.
,
Option to work from home based on skillset and time in position.
,
Exercise problem solving skills and promote the benefits of membership.
,
Update member and account information as needed.
,
Maintain Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment.
,
Communicate using extraordinary soft skills during complex conversations to deliver an outstanding member experience.
,
Handle complex conversations and situations professionally to create an outstanding member experience on every call.
,
Consistently and effectively cross-selling credit union products and services to achieve assigned referral goals.
,
Ability to respond to member inquiries regarding current products and services, as well as current promotions.
,
Utilize 'available' time efficiently, consistently maintaining low 'work' and 'unavailable' percentages while meeting interaction performance.
,
Comply with all member verification processes to mitigate risk and protect the member and the credit union for fraud or loss.
,
Comply with all record keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000 or more.
Requirements
High school education or equivalent GED.
,
One year retail or customer service experience, preferably in a call center environment.
,
Possess superior organizational skills that enable accurate and efficient service experiences.
,
Possess superior verbal and written communication skills.
,
Possess the Credit Union knowledge required to educate members on the features and benefits of credit union products and promotions.
,
Possess deep knowledge of all credit union products to assist in problem solving and generate referrals to support the CU's multiproduct strategy.
,
Ability to provide information to current and prospective members concerning eligibility for membership, products and services (loans and deposits).
,
Ability to act as a problem solver, information provider and liaison between members and various internal departments.
,
Ability to complete accurate and timely currency transaction reports as required by the Bank Secrecy Act.
,
Ability to work in a fast paced, ever changing environment.
,
Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others.
,
Self-motivated to meet performance goals.
,
Ability to comply with all state and federal regulations.
Nice-to-haves
Benefits
401k matching
,
Wellness benefits like pet adoption cost reimbursement
,
Reimbursement of gym fees and home exercise equipment
Apply Now
The Financial Solutions Representative I at Chartway Federal Credit Union is responsible for delivering exceptional service experiences in a fast-paced call center environment. This role involves assisting members with their credit union relationships, including inquiries about account transactions, online banking support, and eligibility for various products and services. The representative is expected to maintain high service levels while effectively cross-selling credit union products and ensuring compliance with regulatory requirements.
Responsibilities
Taking inbound calls from members and non-members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts and loan products.
,
Option to work from home based on skillset and time in position.
,
Exercise problem solving skills and promote the benefits of membership.
,
Update member and account information as needed.
,
Maintain Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment.
,
Communicate using extraordinary soft skills during complex conversations to deliver an outstanding member experience.
,
Handle complex conversations and situations professionally to create an outstanding member experience on every call.
,
Consistently and effectively cross-selling credit union products and services to achieve assigned referral goals.
,
Ability to respond to member inquiries regarding current products and services, as well as current promotions.
,
Utilize 'available' time efficiently, consistently maintaining low 'work' and 'unavailable' percentages while meeting interaction performance.
,
Comply with all member verification processes to mitigate risk and protect the member and the credit union for fraud or loss.
,
Comply with all record keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000 or more.
Requirements
High school education or equivalent GED.
,
One year retail or customer service experience, preferably in a call center environment.
,
Possess superior organizational skills that enable accurate and efficient service experiences.
,
Possess superior verbal and written communication skills.
,
Possess the Credit Union knowledge required to educate members on the features and benefits of credit union products and promotions.
,
Possess deep knowledge of all credit union products to assist in problem solving and generate referrals to support the CU's multiproduct strategy.
,
Ability to provide information to current and prospective members concerning eligibility for membership, products and services (loans and deposits).
,
Ability to act as a problem solver, information provider and liaison between members and various internal departments.
,
Ability to complete accurate and timely currency transaction reports as required by the Bank Secrecy Act.
,
Ability to work in a fast paced, ever changing environment.
,
Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others.
,
Self-motivated to meet performance goals.
,
Ability to comply with all state and federal regulations.
Nice-to-haves
Benefits
401k matching
,
Wellness benefits like pet adoption cost reimbursement
,
Reimbursement of gym fees and home exercise equipment
Apply Now